See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: BURKE GROUP Service code 27 · EIN 80-0688755 80 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $42,300 |
ALESCO ADVISORS4 years Filed as: ALESCO ADVISORS LLC Service code 52 · EIN 16-1579300 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,039 | $50,820-54.7% | $155,567-85.2% | $77,671-70.3% |
| Participation rate | 87.1% | 63.1%+24.0pp | 78.2%+8.9pp | 70.6%+16.5pp |
| Annual return | 10.89% | 34.85%-24.0pp | 64.74%-53.8pp | 31.21%-20.3pp |
| Employer contribution / active EE | $418 | $1,993-79.0% | $4,674-91.0% | $2,726-84.7% |
| Participant deferral / active EE | $1,822 | $2,823-35.5% | $5,628-67.6% | $4,648-60.8% |
| Admin fee / account holder | $62 | $436-85.8% | $15,916-99.6% | $430-85.6% |